Account Type******* ******Account Owner*** ***Account Opps/Deals****** *******Closed Won • Feb 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Northwestern MutualFinancial Representative and RecruiterJan 21 - PresentCitizensPremier Advisor SoutheastApr 20- Jan 21Charter Financial Group IncDistrict Vice PresidentSep 18- May 20
T LCFOView Profile, T LZachary ScottAssistant Manager CFO AdvisoryView Profile, Zachary ScottSharon LevitaBoard Member Head Of Audit CommitteeView Profile, Sharon Levita